Case Wealth Management Limited

Associate Partner Practice of St. James's Place Wealth Management

Rob Case CeMAP, CeRER, CeLTCI, DipFA

Residing close to Britain’s largest container port, I completed 20 successful years in the shipping & transport industry. In 2007 I took a decision to move into financial services, this has provided me with a fantastic sense of satisfaction and achievement to be able to guide and advise clients at various stages of their lives on improving and protecting their financial wealth.

In line with my professional background, I have focused on developing specialist knowledge and I have gained additional qualifications in relation to Equity Release.* I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development, This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able offer a rounded, professional and principled service.

Based in Kirton, Suffolk, I am able to provide wealth management advice to clients both within the Suffolk area, and more widely throughout East Anglia. My core values focus upon offering an expert service of distinct quality, integrity and excellence which in turn gives financial peace of mind and confidence that you are in safe hands.

I offer the benefit of a single relationship to meet all of your financial needs, whether you are a working professional looking to grow, manage, protect or preserve your wealth or a business owner/director looking to ensure you have the right plans in place for your company.

As a representative of St. James’s Place Wealth Management, my service is enhanced and complemented by the provision of specialist advice covering the areas of investment planning, inheritance tax planning and retirement strategies. Fundamentally I see my approach as one of problem-solving for my clients - rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.

Outside of my business, I enjoy a variety of sports, including Squash, Skiing, Football and Golf. I have been happily married to Mandy since 1988.

Charity is also important to me and I regularly participate in events. I have been fortunate enough to have been able to experience participating in the London Marathon and a Tandem Skydiving whilst raising much needed funds on behalf of the Muscular Dystrophy Campaign as well as sponsoring local charities and events on a regular basis.

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Mandy Case, Principal / Company Secretary

I have been married to Rob since 1988 and we have three children, Daniel, Myles & Rubi. Over the last 28 years I have been working as a full-time mother whilst the children have grown up alongside working on a part-time basis in various industries.

However, since 2012 I have been supporting the business on a regular basis in an administrative support role, allowing Rob to concentrate on providing a professional and comprehensive service to our existing clients, providing advice and developing relationships with new clients.